If You're Not Bullish Now...

The Compound and Friends

Josh Brown

Business, Investing, Business News, News

4.7 • 2.2K Ratings

🗓️ 22 March 2024

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish market environment, the mixtape generation, and much more! This episode is brought to you by TBIL and the US Benchmark Series. To learn more, visit: https://www.ustreasuryetf.com/ Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Liz was here in April 23 like right after the SUV stuff and Josh was very
0:08.0	bearish on consumer credit. I was. No but but Liz said Michael said that he'd be shocked if the next 10% move was higher and not lower and I was
0:18.4	And that was April 12th or something was it's what why was it straight up? I think so. I don't know. I don't remember what you're talking about the nail decker.
0:26.0	Even with the benefit of hindsight, like it's a miracle what happened after the CVB fallout.
0:32.2	Like, is it? Is it? I mean with after the S. V. fall out.
0:33.0	Is it, is it, I mean with, with stimulus and with, you know, being saved.
0:38.0	I don't know if it's that much of a mirror.
0:40.0	You think it was a stimulus?
0:41.0	No, it was a, it was a, it was a stimulus? No it was a it was AI. AI. It was this oh well no consumer
0:46.4	credit no. Just everything. She's so she's home at the banks. The government
0:51.7	just basically said nobody ever has saved it.
0:55.0	I'm sorry, I'm not talking about the banks. Nobody ever has to worry about the IC limits ever again.
0:58.0	I was talking about inflation coming down and the economy not cooling and stocks going vertical.
1:02.0	That's what I was talking. That some of that yes is the thing that
1:05.6	I do not disturb. I'm getting texts from home about how my daughter is just like me like in a bad way.
1:13.0	She loves her shit all over the house and so to you.
1:16.0	I'm tripping over your shit.
1:18.0	You're cluttery?
1:22.0	No, I don't think so. I'm clean, but I'm cluttering.
1:25.0	Like shoes out in the middle of the floor and then at the end of the day I'll pick it all up for the most part.
1:31.0	Maybe sometimes I'm a slob. so sprinkles wants to live in an
1:34.8	Intel clean room you basically do your house is very clean she wants everyone to have
	...

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